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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,448 | $30,423-45.9% | $56,025-70.6% | $74,478-77.9% |
| Participation rate | 10.3% | 32.9%-22.6pp | 52.5%-42.2pp | 67.2%-56.9pp |
| Annual return | 14.05% | 24.97%-10.9pp | 1712.69%-1698.6pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $136 | $610-77.8% | $1,042-87.0% | $2,626-94.8% |
| Participant deferral / active EE | $321 | $1,176-72.7% | $1,955-83.6% | $4,350-92.6% |
| Admin fee / account holder | $79 | $2,363-96.6% | $2,828-97.2% | $1,946-95.9% |